| Revenue growth | 16.7% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin (excl. other income) at 4.9% vs 9.7% YoY. |
| Demand visibility | Strong infra/construction demand in Gujarat region. |
| Management confidence | High, citing integrated manufacturing model and Kamdhenu brand strength. |
Growth
Revenue grew 16.7% YoY to ₹24,775.74 Lakhs; however, PAT declined 47.9% YoY from ₹857.64 Lakhs in Q1 FY26.
Outlook
Setting up a 15 MW solar plant (₹46.4 Cr) for captive power; targeting 40 MW capacity over time.
Risks
Rising power costs from new furnace operations and high dependency on raw material scrap pricing.
Last quarter's promises, checked
Delivered
- Solar plant commissioning (12MW) → Started June 2026 (= BEAT)
- Billet self-sufficiency → 0% external procurement (= BEAT)
- TMT capacity utilization → 70-75% achieved (= BEAT)
Partly delivered
- Solar cost savings → ₹5-6Cr annual target vs early stage (= PARTIAL)
Missed
- EBITDA margin expansion → 4.9% vs 9.7% YoY (= MISS)
- PAT growth → -47.9% YoY decline (= MISS)
Investor Presentation filed with BSE, NSE: VMSTMT. Summary written with AI assistance from the document.
VMS TMT Ltd: key numbers
- Share price
- ₹46.30
- Market cap
- ₹229.8 Cr
- Revenue (annual)
- ₹838.6 Cr
- Net profit (annual)
- ₹21.03 Cr
- P/E (TTM)
- 13.6×Sector 18.4×
- Promoter holding
- 67.18%+0.00% QoQ
- FII holding
- 2.04%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from VMS TMT Ltd
All →VMS TMT Other Announcement
VMS TMT Limited has issued a communication to shareholders regarding the weblink to access the Annual Report and Notice for the 13th Annual General Meeting.
VMS TMT Annual Report
VMS TMT Limited submitted its Annual Report for the financial year 2025-26, in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
VMS TMT Annual General Meeting
VMS TMT Limited has issued a notice for its 13th Annual General Meeting to be held on September 29, 2026, via video conferencing.
VMS TMT Earnings Call Transcript: Key Takeaways
VMS TMT reports 16% revenue growth but faces a sharp 41% EBITDA decline due to high scrap costs and currency volatility. Management is pivoting to backward integration and solar power to recover margins.
- Call
- Guides 15% growth
VMS TMT Other Announcement
VMS TMT Limited has updated its list of Key Managerial Personnel authorized to determine the materiality of events and disclose information under Regulation 30(5).
VMS TMT Results Update
VMS TMT Limited announced its Q1 FY27 financial results. Total income for the quarter stood at ₹24,787.89 Lakhs, reflecting 16.16% year-on-year growth.